+506.1%
SPCX vs LITE
+1,290.2%
-784.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +2.3% |
| 7D | +1.3% | -13.9% | +15.2% | +13.3% |
| 30D | -12.0% | -46.9% | +34.9% | +44.2% |
| 3M | +3.1% | -28.0% | +31.2% | +16.0% |
| 6M | +551.0% | -24.2% | +575.2% | +617.1% |
| YTD | +556.8% | +58.9% | +498.0% | +615.5% |
| 1Y | +456.4% | +125.3% | +331.1% | +503.9% |
| All | +506.1% | +1,290.2% | -784.2% | +511.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LITE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling